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!316 feat: CRM 客户公海配置 + CRM 客户限制 + review 修改
Merge pull request !316 from wanwan/dev
2 parents 85e953b + 22206b2 commit c06223d

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10 files changed

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-83
lines changed

10 files changed

+684
-83
lines changed

‎src/api/crm/customerLimitConfig/index.ts

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import request from '@/config/axios'
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export interface CustomerLimitConfigVO {
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id?: number
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type?: number
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userIds?: string
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deptIds?: string
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maxCount?: number
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dealCountEnabled?: boolean
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}
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// 查询客户限制配置列表
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export const getCustomerLimitConfigPage = async (params) => {
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return await request.get({ url: `/crm/customer-limit-config/page`, params })
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}
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// 查询客户限制配置详情
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export const getCustomerLimitConfig = async (id: number) => {
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return await request.get({ url: `/crm/customer-limit-config/get?id=` + id })
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}
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// 新增客户限制配置
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export const createCustomerLimitConfig = async (data: CustomerLimitConfigVO) => {
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return await request.post({ url: `/crm/customer-limit-config/create`, data })
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}
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// 修改客户限制配置
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export const updateCustomerLimitConfig = async (data: CustomerLimitConfigVO) => {
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return await request.put({ url: `/crm/customer-limit-config/update`, data })
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}
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// 删除客户限制配置
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export const deleteCustomerLimitConfig = async (id: number) => {
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return await request.delete({ url: `/crm/customer-limit-config/delete?id=` + id })
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}

‎src/api/crm/customerPoolConf/index.ts

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import request from '@/config/axios'
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export interface CustomerPoolConfigVO {
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enabled?: boolean
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contactExpireDays?: number
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dealExpireDays?: number
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notifyEnabled?: boolean
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notifyDays: number
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}
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// 获取客户公海规则设置
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export const getCustomerPoolConfig = async () => {
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return await request.get({ url: `/crm/customer-pool-config/get` })
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}
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// 更新客户公海规则设置
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export const updateCustomerPoolConfig = async (data: ConfigVO) => {
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return await request.put({ url: `/crm/customer-pool-config/update`, data })
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}

‎src/api/system/user/index.ts

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@@ -22,6 +22,11 @@ export const getUserPage = (params: PageParam) => {
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return request.get({ url: '/system/user/page', params })
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}
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// 查询所有用户列表
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export const getAllUser = () => {
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return request.get({ url: '/system/user/all' })
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}
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// 查询用户详情
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export const getUser = (id: number) => {
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return request.get({ url: '/system/user/get?id=' + id })

‎src/views/crm/customer/detail/CustomerDetails.vue

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@@ -1,83 +1,86 @@
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<template>
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<el-collapse v-model="activeNames">
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<el-collapse-item name="basicInfo">
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<template #title>
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<span class="text-base font-bold">基本信息</span>
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</template>
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<el-descriptions :column="4">
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<el-descriptions-item label="客户名称">
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{{ customer.name }}
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</el-descriptions-item>
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<el-descriptions-item label="所属行业">
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="customer.industryId" />
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</el-descriptions-item>
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<el-descriptions-item label="客户来源">
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="customer.source" />
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</el-descriptions-item>
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<el-descriptions-item label="客户等级">
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="customer.level" />
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</el-descriptions-item>
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<el-descriptions-item label="手机">
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{{ customer.mobile }}
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</el-descriptions-item>
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<el-descriptions-item label="电话">
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{{ customer.telephone }}
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</el-descriptions-item>
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<el-descriptions-item label="邮箱">
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{{ customer.email }}
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</el-descriptions-item>
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<el-descriptions-item label="QQ">
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{{ customer.qq }}
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</el-descriptions-item>
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<el-descriptions-item label="微信">
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{{ customer.wechat }}
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</el-descriptions-item>
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<el-descriptions-item label="网址">
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{{ customer.website }}
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</el-descriptions-item>
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<el-descriptions-item label="所在地">
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{{ customer.areaName }}
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</el-descriptions-item>
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<el-descriptions-item label="详细地址">
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{{ customer.detailAddress }}
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</el-descriptions-item>
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<el-descriptions-item label="下次联系时间">
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{{ customer.contactNextTime ? formatDate(customer.contactNextTime, 'YYYY-MM-DD') : '空' }}
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</el-descriptions-item>
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</el-descriptions>
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<el-descriptions :column="1">
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<el-descriptions-item label="客户描述">
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{{ customer.description }}
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</el-descriptions-item>
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<el-descriptions-item label="备注">
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{{ customer.remark }}
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</el-descriptions-item>
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</el-descriptions>
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</el-collapse-item>
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<el-collapse-item name="systemInfo">
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<template #title>
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<span class="text-base font-bold">系统信息</span>
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</template>
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<el-descriptions :column="2">
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<el-descriptions-item label="负责人">
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{{ customer.ownerUserName }}
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</el-descriptions-item>
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<el-descriptions-item label="创建人">
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{{ customer.creatorName }}
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</el-descriptions-item>
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<el-descriptions-item label="创建时间">
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{{ customer.createTime ? formatDate(customer.createTime) : '空' }}
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</el-descriptions-item>
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<el-descriptions-item label="更新时间">
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{{ customer.updateTime ? formatDate(customer.updateTime) : '空' }}
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</el-descriptions-item>
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<!-- TODO wanwan：要不把“最后跟进时间”放到“下次联系时间”后面 -->
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<el-descriptions-item label="最后跟进时间">
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{{ customer.contactLastTime ? formatDate(customer.contactLastTime) : '空' }}
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</el-descriptions-item>
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</el-descriptions>
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</el-collapse-item>
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</el-collapse>
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<ContentWrap>
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<el-collapse class="" v-model="activeNames">
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<el-collapse-item name="basicInfo">
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<template #title>
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<span class="text-base font-bold">基本信息</span>
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</template>
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<el-descriptions :column="4">
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<el-descriptions-item label="客户名称">
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{{ customer.name }}
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</el-descriptions-item>
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<el-descriptions-item label="所属行业">
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="customer.industryId" />
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</el-descriptions-item>
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<el-descriptions-item label="客户来源">
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="customer.source" />
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</el-descriptions-item>
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<el-descriptions-item label="客户等级">
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="customer.level" />
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</el-descriptions-item>
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<el-descriptions-item label="手机">
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{{ customer.mobile }}
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</el-descriptions-item>
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<el-descriptions-item label="电话">
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{{ customer.telephone }}
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</el-descriptions-item>
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<el-descriptions-item label="邮箱">
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{{ customer.email }}
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</el-descriptions-item>
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<el-descriptions-item label="QQ">
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{{ customer.qq }}
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</el-descriptions-item>
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<el-descriptions-item label="微信">
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{{ customer.wechat }}
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</el-descriptions-item>
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<el-descriptions-item label="网址">
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{{ customer.website }}
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</el-descriptions-item>
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<el-descriptions-item label="所在地">
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{{ customer.areaName }}
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</el-descriptions-item>
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<el-descriptions-item label="详细地址">
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{{ customer.detailAddress }}
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</el-descriptions-item>
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<el-descriptions-item label="下次联系时间">
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{{
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customer.contactNextTime ? formatDate(customer.contactNextTime, 'YYYY-MM-DD') : '空'
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}}
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</el-descriptions-item>
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<el-descriptions-item label="最后跟进时间">
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{{ customer.contactLastTime ? formatDate(customer.contactLastTime) : '空' }}
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</el-descriptions-item>
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</el-descriptions>
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<el-descriptions :column="1">
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<el-descriptions-item label="客户描述">
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{{ customer.description }}
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</el-descriptions-item>
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<el-descriptions-item label="备注">
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{{ customer.remark }}
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</el-descriptions-item>
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</el-descriptions>
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</el-collapse-item>
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<el-collapse-item name="systemInfo">
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<template #title>
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<span class="text-base font-bold">系统信息</span>
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</template>
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<el-descriptions :column="2">
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<el-descriptions-item label="负责人">
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{{ customer.ownerUserName }}
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</el-descriptions-item>
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<el-descriptions-item label="创建人">
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{{ customer.creatorName }}
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</el-descriptions-item>
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<el-descriptions-item label="创建时间">
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{{ customer.createTime ? formatDate(customer.createTime) : '空' }}
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</el-descriptions-item>
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<el-descriptions-item label="更新时间">
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{{ customer.updateTime ? formatDate(customer.updateTime) : '空' }}
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</el-descriptions-item>
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</el-descriptions>
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</el-collapse-item>
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</el-collapse>
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</ContentWrap>
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</template>
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<script setup lang="ts">
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import * as CustomerApi from '@/api/crm/customer'

‎src/views/crm/customer/detail/index.vue

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@@ -63,12 +63,10 @@
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</el-descriptions-item>
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</el-descriptions>
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</ContentWrap>
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<!-- TODO wanwan：这个 tab 拉满哈，可以更好看； -->
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<el-col :span="18">
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<el-col>
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<el-tabs>
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<el-tab-pane label="详细资料">
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<!-- TODO wanwan：这个 ml-2 是不是可以优化下，不要整个左移，而是里面的内容有个几 px 的偏移，不顶在框里 -->
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<CustomerDetails class="ml-2" :customer="customer" />
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<CustomerDetails :customer="customer" />
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</el-tab-pane>
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<el-tab-pane label="活动" lazy> 活动</el-tab-pane>
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<el-tab-pane label="邮件" lazy> 邮件</el-tab-pane>

‎src/views/crm/customerLimitConfig/CustomerLimitConfDetails.vue

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<template>
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<el-button type="primary" plain @click="handleQuery">
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<Icon icon="ep:refresh" class="mr-5px" /> 刷新
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</el-button>
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<el-button
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type="primary"
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plain
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@click="openForm('create')"
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v-hasPermi="['crm:customer-limit-config:create']"
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>
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<Icon icon="ep:plus" class="mr-5px" /> 新增
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</el-button>
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<el-table
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v-loading="loading"
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:data="list"
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:stripe="true"
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:show-overflow-tooltip="true"
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class="mt-4"
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>
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<el-table-column label="编号" align="center" prop="id" />
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<el-table-column label="规则类型" align="center" prop="type" />
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<el-table-column label="规则适用人群" align="center" prop="userNames" />
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<el-table-column label="规则适用部门" align="center" prop="deptNames" />
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<el-table-column
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:label="
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confType === LimitConfType.CUSTOMER_QUANTITY_LIMIT ? '拥有客户数上限' : '锁定客户数上限'
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"
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align="center"
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prop="maxCount"
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/>
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<el-table-column
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v-if="confType === LimitConfType.CUSTOMER_QUANTITY_LIMIT"
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label="成交客户是否占用拥有客户数"
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align="center"
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prop="dealCountEnabled"
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>
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<template #default="scope">
38+
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.dealCountEnabled" />
39+
</template>
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</el-table-column>
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<el-table-column
42+
label="创建时间"
43+
align="center"
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prop="createTime"
45+
:formatter="dateFormatter"
46+
width="180px"
47+
/>
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<el-table-column label="操作" align="center" min-width="110" fixed="right">
49+
<template #default="scope">
50+
<el-button
51+
link
52+
type="primary"
53+
@click="openForm('update', scope.row.id)"
54+
v-hasPermi="['crm:customer-limit-config:update']"
55+
>
56+
编辑
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</el-button>
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<el-button
59+
link
60+
type="danger"
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@click="handleDelete(scope.row.id)"
62+
v-hasPermi="['crm:customer-limit-config:delete']"
63+
>
64+
删除
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</el-button>
66+
</template>
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</el-table-column>
68+
</el-table>
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<!-- 分页 -->
70+
<Pagination
71+
:total="total"
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v-model:page="queryParams.pageNo"
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v-model:limit="queryParams.pageSize"
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@pagination="getList"
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/>
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<!-- 表单弹窗：添加/修改 -->
78+
<CustomerLimitConfigForm ref="formRef" @success="getList" />
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</template>
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<script setup lang="ts">
81+
import { dateFormatter } from '@/utils/formatTime'
82+
import * as CustomerLimitConfigApi from '@/api/crm/customerLimitConfig'
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import CustomerLimitConfigForm from '@/views/crm/customerLimitConfig/CustomerLimitConfigForm.vue'
84+
import { LimitConfType } from '@/views/crm/customerLimitConfig/customerLimitConf'
85+
import { DICT_TYPE } from '@/utils/dict'
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defineOptions({ name: 'CustomerLimitConfDetails' })
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const message = useMessage() // 消息弹窗
90+
const { t } = useI18n() // 国际化
91+
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const { confType } = defineProps<{ confType: LimitConfType }>()
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const loading = ref(true) // 列表的加载中
95+
const total = ref(0) // 列表的总页数
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const list = ref([]) // 列表的数据
97+
const queryParams = reactive({
98+
pageNo: 1,
99+
pageSize: 10,
100+
type: confType
101+
})
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const queryFormRef = ref() // 搜索的表单
103+
const exportLoading = ref(false) // 导出的加载中
104+
105+
/** 查询列表 */
106+
const getList = async () => {
107+
loading.value = true
108+
try {
109+
const data = await CustomerLimitConfigApi.getCustomerLimitConfigPage(queryParams)
110+
list.value = data.list
111+
total.value = data.total
112+
} finally {
113+
loading.value = false
114+
}
115+
}
116+
117+
/** 添加/修改操作 */
118+
const formRef = ref()
119+
const openForm = (type: string, id?: number) => {
120+
formRef.value.open(type, id, confType)
121+
}
122+
123+
/** 删除按钮操作 */
124+
const handleDelete = async (id: number) => {
125+
try {
126+
// 删除的二次确认
127+
await message.delConfirm()
128+
// 发起删除
129+
await CustomerLimitConfigApi.deleteCustomerLimitConfig(id)
130+
message.success(t('common.delSuccess'))
131+
// 刷新列表
132+
await getList()
133+
} catch {}
134+
}
135+
136+
/** 搜索按钮操作 */
137+
const handleQuery = () => {
138+
queryParams.pageNo = 1
139+
getList()
140+
}
141+
142+
/** 初始化 **/
143+
onMounted(() => {
144+
getList()
145+
})
146+
</script>
147+
<style scoped lang="scss"></style>

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